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Reilly Financial Advisors’s World Kinect Corp WKC Stock Holding History

Reilly Financial Advisors’s Portfolio WKC Stock Details WKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-400
Closed -$19K – 989
2016
Q1 		$19K Buy
+400
New +$17.2K ﹤0.01% 618

Other funds holding WKC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Reilly Financial Advisors's WKC Position: Q4 2021 in Review

Reilly Financial Advisors held its World Kinect Corp (WKC) position steady in Q4 2021 at 150 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

Reilly Financial Advisors first reported a position in WKC in Q2 2013 and has held it in 34 quarters since. The position peaked at $23K in Q1 2015. 216 funds tracked by Wall St. Rank hold WKC as of Q4 2021.

  • Reilly Financial Advisors held 150 shares of World Kinect Corp worth $4K as of Q4 2021.
  • Reilly Financial Advisors left its World Kinect Corp share count unchanged in Q4 2021.
  • World Kinect Corp made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #910 holding.
  • Reilly Financial Advisors first reported a position in World Kinect Corp in Q2 2013 and has held it in 34 quarters since.
  • Reilly Financial Advisors's World Kinect Corp position peaked at $23K in Q1 2015.
  • 216 funds tracked by Wall St. Rank held World Kinect Corp as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.